Vanguard Small-Cap Value ETF shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 81k | 208.71 |
| 2025-06-30 | $16M | 82k | 195.01 |
| 2025-03-31 | $26M | 140k | 186.29 |
| 2024-12-31 | $36M | 181k | 198.18 |
| 2024-09-30 | $2.2M | 11k | 200.78 |
| 2024-06-30 | $1.9M | 10k | 182.51 |
| 2024-03-31 | $1.6M | 8.6k | 191.87 |
| 2023-12-31 | $1.6M | 8.6k | 179.98 |
| 2023-09-30 | $949k | 5.9k | 159.49 |
| 2023-06-30 | $1.0M | 6.1k | 165.41 |
| 2023-03-31 | $945k | 6.0k | 158.77 |
| 2022-12-31 | $951k | 6.0k | 158.79 |
| 2022-09-30 | $328k | 2.3k | 143.48 |
| 2022-06-30 | $349k | 2.3k | 149.66 |
| 2022-03-31 | $1.0M | 5.9k | 175.99 |
| 2021-12-31 | $863k | 4.8k | 178.75 |
| 2021-09-30 | $477k | 2.8k | 169.39 |
| 2021-06-30 | $722k | 4.2k | 173.56 |
| 2021-03-31 | $791k | 4.8k | 165.59 |
| 2020-12-31 | $682k | 4.8k | 142.23 |
| 2020-09-30 | $531k | 4.8k | 110.60 |
| 2020-06-30 | $638k | 6.0k | 106.85 |
| 2020-03-31 | $349k | 3.9k | 88.85 |
| 2019-12-31 | $465k | 3.4k | 137.09 |
| 2019-09-30 | $464k | 3.6k | 128.92 |
| 2019-06-30 | $470k | 3.6k | 130.48 |
| 2019-03-31 | $465k | 3.6k | 128.77 |
| 2018-12-31 | $401k | 3.5k | 113.92 |
| 2018-09-30 | $541k | 3.9k | 139.29 |
| 2018-06-30 | $525k | 3.9k | 135.80 |
| 2018-03-31 | $448k | 3.5k | 129.52 |
| 2017-12-31 | $510k | 3.8k | 132.71 |
| 2017-09-30 | $491k | 3.8k | 127.76 |
| 2017-06-30 | $488k | 4.0k | 122.83 |
| 2017-03-31 | $6.8M | 55k | 122.87 |
| 2016-12-31 | $6.4M | 53k | 121.00 |
| 2016-09-30 | $432k | 3.9k | 110.57 |
| 2016-06-30 | $405k | 3.8k | 105.39 |
| 2016-03-31 | $3.8k | 392 | 9.80 |
| 2015-12-31 | $397k | 3.8k | 105.67 |
| 2015-09-30 | $372k | 3.8k | 96.80 |
| 2015-06-30 | $414k | 3.8k | 107.73 |
| 2015-03-31 | $420k | 3.8k | 109.29 |
| 2014-12-31 | $397k | 3.8k | 105.67 |
| 2014-09-30 | $375k | 3.8k | 99.81 |
| 2014-06-30 | $599k | 5.7k | 105.48 |
| 2014-03-31 | $572k | 5.7k | 100.72 |
| 2013-12-31 | $553k | 5.7k | 97.38 |
More positions owned by Sequoia Financial Advisors
View all positions for Sequoia Financial Advisors